4Q22E Market Outlook: SET Haven
We are optimistic about the potential recoveries of global equity markets late this year, based on the expectation that the Fed will pause its...
112 Views
BAFS : Core Business Entered Recovery Phase
Maintain BUY recommendation for BAFS but cut target price to Bt33.0 (Previous TP: 34.0) after earnings downgrade. We expect profitable quarter to...
150 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
285 Views
Bangkok Aviation Fuel Services BAFS - Earnings Recovery on Pace
Fuel volume throughput target at NFPT unchanged at 506mn liters in 2022E, with the near 2,000mn liter level the breakeven
125 Views
BAFS : Recovery Phase Has Kicked Off
Maintain BUY recommendation for BAFS with a target price of Bt34.0. Business performance are expected to turn profit by 3Q22, driven by recovery in...
206 Views